DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

J••••••• W••••••

T•••••••• A••••••• G••••• I•••BD affiliatedIndio, Ca IA-onlyIAPD 1286778

Feed of 09/14/2026

Also filed as Jon Webster

At current firm

0 y

since Jul 10, 2026

In the industry

40 y

since Dec 3, 1985 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T•••••••• A••••••• G••••• I••• BD affiliated current
since Jul 10, 2026 · Indio, Ca
A•••• C•••••• C•••• BD affiliated
Mar 19, 2024 to Jan 21, 2026 · Escondido, Ca
S•••••• N••••••• • C••••••• I••••••••• national BD
Dec 6, 2019 to Feb 15, 2024 · Carlsbad, Ca
W•••• F•••• A••••••• wirehouse
Oct 26, 2007 to Dec 11, 2019 · San Diego, Ca
C•••••••• G••••• M•••••• I••• BD affiliated
Aug 30, 2002 to Nov 8, 2007 · San Diego, Ca
M••••• S•••••• D• I••• unclassified
Jul 8, 1997 to Sep 6, 2002 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

A•••• C•••••• C•••• to T•••••••• A••••••• G••••• I•••
left Jan 21, 2026, registered Jul 10, 2026 (170 days) · Affiliated broker-dealer or bank to another
S•••••• N••••••• • C••••••• I••••••••• to A•••• C•••••• C••••
left Feb 15, 2024, registered Mar 19, 2024 (33 days) · Affiliated broker-dealer or bank to another
W•••• F•••• A••••••• to S•••••• N••••••• • C••••••• I•••••••••
left Dec 11, 2019, registered Dec 6, 2019 (-5 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
C•••••••• G••••• M•••••• I••• to W•••• F•••• A•••••••
left Nov 8, 2007, registered Oct 26, 2007 (-13 days) · Other
M••••• S•••••• D• I••• to C•••••••• G••••• M•••••• I•••
left Sep 6, 2002, registered Aug 30, 2002 (-7 days) · Other

Signals

J••••••• W•••••• left A•••• C•••••• C•••• for T•••••••• A••••••• G••••• I••• (registered 2026-07-10)
Jan 21, 2026 · Advisor changed firm · fact
J••••••• W•••••• left S•••••• N••••••• • C••••••• I••••••••• for A•••• C•••••• C•••• (registered 2024-03-19)
Feb 15, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 40derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address